欧盟与美国达成贸易协议 欧洲防务板块走低

Core Viewpoint - The trade agreement between the EU and the US has negatively impacted European defense stocks, leading to a decline in their share prices due to increased competition and a shift in defense procurement [1] Group 1: Stock Performance - Most European defense stocks experienced declines following the trade agreement, with Thales down 3.5%, Rheinmetall down 1.6%, and Hensoldt down 2.5% [1] - UK defense stocks also fell, with Babcock International down 1.4% and BAE Systems down 0.6% [1] - In contrast, Dassault Aviation, a French aircraft manufacturer, saw an increase of 1.9% in its stock price [1] Group 2: Impact of Trade Agreement - The EU has agreed to purchase more US weapons as part of the trade deal, which poses a challenge to the EU's efforts to develop its own defense industry [1] - Several EU companies that produce in the US indicated they would not be directly affected by tariffs, but the overall impact of the agreement is still negative for the European defense sector [1]